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20131101
20131130
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CNBC 18
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English 18
Search Results 0 to 17 of about 18 (some duplicates have been removed)
CNBC
Nov 4, 2013 4:00pm EST
you for joining us. what's your take on these markets here? you say you don't want to be underweight in an environment where you've got such easy money from the fed, is that right? >> absolutely. we have easy money all around the world, not only the fed but also in europe eurozone and japan. japan has been a big entrant to that. >> do valuations not counter into a decision on when to put money into equities right now? do you worry about valuations even though this market is going up on all of this easy money, as you say? >> yeah. valuations are high, particularly in small caps and in some of the consumer cyclicals. there are still areas for relative value. and i think there's still room for further margin expansion as we look sfwardforward into the future as we keep the asset bubble going. >> nathan? >> i see it that we're in a trading range. we're range-bound. most rallies start at about 11 on an p.e. and end or die around 19 or 20. when you see the 16 or 17 the hard part is that we're halfway between where we've been and where we're likely to go. and absent ne
CNBC
Nov 6, 2013 4:00pm EST
. normally you don't see that. if in terms of what was moving big cap name microsoft, ibm, consumer names, p & g, coke and exxon been a monster for the last week along with chevron. all the big momentum names, not just tesla's poor or disappointing earnings yelp groupon and alt the big name leaders, there's your spdr bio tech. regeneron, all those names are to the downside. i want to note the ipo situation. 16 this week 6 of them today and basically only one of them moved to the up side and that was barracuda this morning. again, a lot of names being pushed through this week at what you might call the height of the ipo market. biggest week in a long time. maria, tomorrow there's the post for twitter. i'll be there 9:00 with new detailed coverage, worldwide coverage of what's going on in the morning, back to you. >> all right, great. thank you, bob. qualcomm out with results. get to that and john breaking down the numbers. >> yeah, maria, let's see. things are looking pretty good on revenue. comes in at 4. -- sorry, 6.48 billion versus expectations of 6.35. eps, nongap lo
CNBC
Nov 26, 2013 4:00pm EST
-up into year end. is that evaporating? >> i don't think so. if you look at what went on today, you see significant rotation into big cap, mega cap tech by institutions that cannot be long enough into year end. looking at moves in apple, google, mega cap names, that's significant. to the point we're talking about, if you look at margin debt, i hear from my brokers all the time. we're seeing funds, as long as they've been, we've talked on "fast money" about the bull/bear indicators and where we're at record indicators on bearishness. >> we're showing next to you intraday market and you see this higher and then falls off at the end. is that the rebalancing effect? do you have any idea what happened there? >> i don't think that's rebalancing. i think as mike said, guys are going to be doing that now. i think today more than they'll be doing it on friday. no, i think, you know, this is probably some programs, if anything, i was seeing very good allocations we were talking to into big cap stuff. >> and it will be a slow week. there's a lot for whom today is the last day in the market. maybe
CNBC
Nov 25, 2013 4:00pm EST
, ebay down 2.5. i mean there are a lot of stocks here that don't just fit that social media mold. san disk flash memory. >> let me add, all these stocks are overvalued 37. they're trading at those valuations because they have a higher growth rate. in a market where valuation is hard to come by not what we've seen over the last month or two or six, investors will play for valuation. >> kenny, what is the talk? is it about valuation, about some momentum names? >> certainly some of those names we saw come under pressure today, social media names. ones that have been overdone. for the most part i think the talk has been about, as we move into the end of the year asset reallocation asset managers take outliars repositioning that, taking that cash and moving it into stocks and groups and sectors they think will do better next year. it makes perfect sense for them to be doing that. names that outperformed are the ones you'll see most of the cash come out of as they start to raise cash. >> that's interesting. people say, this group has performed well for me. i'm going t
CNBC
Nov 14, 2013 4:00pm EST
to attribute much of the rally, though, to the fed, right? >> i don't think i do. i don't think i do have to attribute much of it to the fed. >> really? >> i don't either. >> i think the fed is certainly helping this climate. >> uh-oh. looks like we have a great cocktail debate on our hands here as far as can we attribute it to the fed or not. you know, corporate earnings have been okay. but you mentioned cisco. you're looking at revenue continuing to be on the light side. you're not seeing new net investment in the corporate sector that you typically see in a recovery period. but i guess, so, zach, are you seeing something else in the economy aside from easy liquidity or easy money that's -- >> i think a lot of the things in combination you're making money from is a global environment where they reap all the benefits of global economic activity with very few coasts. as long as that continues to be the case they're going to be the beneficiaries of whatever is positive in the global economy and not in anything of the negative. >> zach, if i can also throw you a question, if you're not givi
CNBC
Nov 18, 2013 4:00pm EST
. however, the sis money is continuing. the party's still going. i don't think the bubble's going to pop. personally i think we'll make our way across without the bubble popping. >> joseph what do you say? >> i don't think we're in a bubble of the equity market. if anything, wire in a very easy liquidity environment. the real risk to the equity market is the interest rate imbedded. that's a function of inflation right now with the new incoming fed chairman we think there will be continued aggressive liquidity provided. so, the market is fully valued. but we don't think it's overvalued here. >> mark it's true. you could look at the u.s., you could look at europe you could look at japan all over the world we're seeing easy money. that has francetranslated into money-moving stocks. where today would you put new capital to work? >> a couple of places. on balance, not so much in u.s., but europe, japan and china. european schiller cape ratios stand at 40% discount to that of the united states. earnings growth europe is expected to grow to double digit pace in 2014. japan we k
CNBC
Nov 21, 2013 4:00pm EST
in the last hour. i'll wait for her for last. jim, what about you? >> i think the reality is we don't buy market averages. there's certainly a lot of opportunity when the fed is being as generous as it is here at home. also the global fed. we're looking inside the eurozone or across the waters to japan, we see a lot of easing. basically em boldening the consumer. for consumer driven economies we think there's still room to run. >> heather, how do you want to invest at this moment? >> yeah, again, i mean, investors are lured with markets at all time high. s. they continue -- the plow horse economy continues along. we're seeing investments, more money flows in the stock markets. the most in 13 years right now. you're seeing the barclays aggregate bond index through yesterday down 1.4% year to date. barclays ag is really a measure we look at in the mutual fund world to gauge if your fixed income is under or outperforming the broader markets there. investors really having to grapple with the notion of if they want to continue to grow their money, they're going to have to look to other alterna
CNBC
Nov 20, 2013 4:00pm EST
, this is confusing. i don't know what some of your guests think about this but it makes it hard to read exactly what a marketplace should do. >> nathan how do you allocate capital post the minutes here knowing they're looking at the next couple of months? >> well if it happened in the next cowluple of months and i'll give my original front two teeth back as well if they did that in the next couple of months we'll have a taper tantrum like we saw about five months ago. rates are going to spike. the fed's going to have to figure out how to have a new -- two new mandates, in my opinion. number one how to stop the tapering while still having an easy money policy. also convincing investors that interest rates aren't going to spike when they start the tapering. that's the challenge. when that happens, i think you'll lighten up in the united states and you start looking at the movie called europe which is a mini version of what we've been living for the last five years. i also think you have to continue to shorten up your bond portfolio duration. i like flod. >> what about tha
CNBC
Nov 7, 2013 4:00pm EST
to you, bob. >> twitter did okay opening at $45.10. but it, too, sold off in the last hour, maria. i don't believe we made $45.10. let's put it up there. $45.90. closing below the initial price there, $45.10. the major indices, dow held up better than anything else. composite in the nasdaq and transports down 1.4%. breadth was terrible all day long. volume was on the heavy side. we may do 4 billion shares on the nyse. fairly broad selloff. look at some of the major sectors. airlines down. semiconductors were to the downside. retail stocks. consumer staples as well as financial. that's a broad decline. momentum stocks have had a tough week overall. so some of the major names here like tesla, yelp, zillow, facebook, linkedin all down. this is for the week. chinese internet stocks have also been down as well. perhaps not as much as some of the other ones earlier in the day. they were on the downside. biotech also on the weak side. one of the only sectors that have been up this week are some c of the consumer names. most of the names in the consumer space were down today but still up for the
CNBC
Nov 8, 2013 4:00pm EST
also rotating money right now? how do you do it? >> we don't want to own financials because of regulation. we own technology. >> so, financials, regulatory -- >> i worry about it. >> it's going to keep on -- >> i don't know. >> that's why the valuations are where they are. look at some insurance stocks. trading at 0.7, 0.8 trangible book value. that's way below the 1.5, 2 times these stocks have historically traded at. you get a bank like jpmorgan trading 17% discount to its peers, it typically trades at 5% people premium. >> let's face, it the corporate sector right now is probably in the best shape it's been in in a long time. trillions of dollars of cash on balance sheets. we've yet to see the corporates move that money in the form of new job creation, in the form of new investment. is now the time? does that start opening up? >> the question is much of that money is overseas. until congress takes action to allow repatriation, those funds will be overseas. >> no one wants to become montgomery ward, no one wants to get left on the side. when the train pulls out of the stat
CNBC
Nov 12, 2013 4:00pm EST
-- we'll do our best to meet that faith. but, i mean, i don't sort of believe in talking up a stock or, you know, i certainly wasn't trying to talk it down, but i was trying to be accurate. i mean, i think the stock's a pretty good deal where it is right now, but it's -- it was probably a bit high before. that's my honest opinion. >> how do you feel about running a company that's clearly in the public eye? we were talking in the back. there's a piece in the newspaper today, george clooney is commenting. we've quoted george clooney twice because we were talking about dan loeb. and george clooney said he's got stuck on the side of the road twice with his car so he got rid of it. >> that's not quite accurate. >> what i said or clooney? >> what you said. the clooney comment was a needless comment, needlessly reported. he made an offhand comment in an "esquire" article by tom girard, who for some reason doesn't love tesla, said his 2008 roadster broke down and so he sold it at a charity auction. that was in 2008. it's kind of like, you know, so that was five years ago that happened. it's no
CNBC
Nov 15, 2013 4:00pm EST
, if you don't have a higher market, overall market, i think there's going to be certainly sectors that do well. >> right. >> and i'm thinking it's going to be the ones that benefit from the tapering, which i expect to be some time in the first quarter. >> so, you are looking -- so, are there interest rate sensitive groups you want to own as rates start moving up in a sustained way? >> yeah. i think the financials are a big beneficiary, right? not only -- if we start to taper, it means the economy is getting better. they'll be better loan growth. also, the yield curve steepens so profitability for these banks, it's much better over time. industrials are also highly correlated to higher interest rates. again, because the economy is doing better. those are the two groups i like a lot. >> we'll leave it there. thanks, everybody. we appreciate it. have a fantastic weekend. we'll see you soon. a big gathering at the white house continues as we speak. no social occasion. president obama is meeting with insurance ceos right now. just one day after his controversial decision to let people now keep
CNBC
Nov 1, 2013 4:00pm EDT
to terminal 3. i said, i don't think that will happen. you heard everyone talking about the great inter-agency operation here. training for an incident at l.a.x. is probably the number one emergency training that goes on in this era in los angeles right now. there have been incidents. . in september a former tsa employee arrested for allegedly making threats -- >> we got most of it. >> on battery and troubled signal with a lot of cell signals. our thanks to jane. she mentioned a lot of airlines in terminal 3, jetblue, frontier, their stocks didn't move on this news. actually up about a percent. the floor, of course, following the events today at los angeles international airport. bob pisani has been at the forefront of all of this. >> a modest move after we had that announcement of the shooting at l.a.x. take a look at dow jones. we were weak earlier in the morning. there were concerns about the ism number. we hit the lows as those announcements were made around 1:00 eastern time. dr dow dropped 20, 30 points and then rebounded back. interest rates have been a concern today. ever since
CNBC
Nov 5, 2013 4:00pm EST
's that grab for upside. usually the options market is a forebearer of bearish news and we don't see that right now. >> interesting. nobody wants to get in front of that train that is the stock market. stay right there. rex, coming to you next, but i want to catch up with julia, because 21st century fox is out with earnings. julia has the numbers. back over to you. >> the company is reporting 18% in revenue -- 18% increase in revenue over the prior year, revenue of 17.06 billion for the most recent quarter, which is fiscal first quarter. now, in terms of earnings per share, earnings per share are coming in at 33 cents. that's 2 cents lighter than expected. wall street was expecting 35 cents. the company does give a little guidance here saying they're continuing to plan for growth and they do expect future sustained sgroet toward 2016 target. they talk about strong increases across all the businesses even as they invest in channels, maria. fox's strength is in its cable networks. back over to you. >> thank you so much. i'm back with amy wu, rex, david kudla and rick santelli. rex, how are you al
CNBC
Nov 11, 2013 4:00pm EST
are you seeing in terms of the market. does it surprise you we're at another all-time high? >> i don't know if it's a big surprise. we have a lot of stimulus going on. the federal reserve is encouraging people to take risks and i think investors are following suit. >> here at the schwab impact conference, have you 1900 advisers, lots of portfolio managers you work with. what is the goal? this has gotten bigger and bigger every year. >> it has gotten bigger. i was just speaking with someone who said when we started we had a couple hundred people. now, of course, thousands. serving advisers is core to our business. the independent investment advisory business has grown leaps and bounds in recent years. i was looking at recent statistics that said they have almost $1 trillion in assets with us at charles schwab. >> that's a big story. today in the wall street journal that says the retail investor is back, they're putting more money in the market. you see it different? >> i was so surprised. i went back and pulled up my briefing book that talks about the flows our investors are doing. wh
CNBC
Nov 22, 2013 4:00pm EST
. which i don't feel. there's still a lot of worry out there. still we're talking about retail and the shopping season things like costco and macy's look particularly attractive. general motors for example, ten multiple stock, upside optionalty to the growth next year and to their pickup truck market. those are things we like right now. >> i'm glad you brought up retail and specific stock picks. people are looking for some selectivity, right? mark lehman is that what you see as well? how do you want to ail allocate capital here? >> i agree with anthony. i think the market is separating the best companies from those not performing. i've been looking at the ipo market, which has been very strong this year. the market separated the good from the bad. we've had sectors that have been extraordinarily busy in the ipo market this year. biotech, for example, was very strong for the first ten months of the year. and yet in november, about 7 seven deals have been postponed or canceled 37 that tells me investors are separating the good from the bad, or at least payi
CNBC
Nov 19, 2013 4:00pm EST
boning over markets being oversold but i don't see a lot of people acting on their displeasure with the markets. we're staying with status quo. housing releeltd stocks had a great day. home depot, raised their guidance, a new high for them. vulcan and masco come out with their numbers tomorrow. retail stocks, tjx raised their full-year guidance as well. the one weak group we're seeing continues to be high beta names particularly in the internet space. you see netflix, yelp, zillow, groupon, not a lot of news but lift. 3-d printers, no news i saw that was out today but that's a significant drop. they have had a great run throughout the year. the only characteristic, high beta as well. would he get the fmoc minutes tomorrow and a couple of fed officials were out trying to jaw bone down interest rates, trying to keep the bond vigilantes at bay. charles evans not bountiful accommodation is needed. fed chair nominee janet yellen said monetary policy is likely to remain highly accommodative. seems to be working. ten-year note, 2.71%. slowly moved to the upside but not dramatically. t
Search Results 0 to 17 of about 18 (some duplicates have been removed)